KPI Sheet 1 (Total Sales)
11
1. Open a new sheet by clicking on New Worksheet. Name the sheet as Total Sales.
2.
Drag and drop the measures Sales Per Day, TotalPrice and Sales MoM,
Sales KPI Indicator Up and Sales KPI Indicator Down to Text under Marks
card.
3. Click on Text and then click Ellipses. Select
<AGG(Sales Per Day)> , Font = Tableau Medium, Size = 10, Bold,
Alignment = Center, Color = #0000ff
4. Select <SUM(Total Sales)>. Font = Tableau Bold, Size = 16, Alignment = Center, Color = #000000
5. Arrange <AGG(Sales MoM %)> <AGG(Sales KPI Indicator Down)> <AGG(Sales KPI Indicator UP)> in the same line.
Select
<AGG(Sales MoM %)> <AGG(Sales KPI Indicator Down)>
<AGG(Sales KPI Indicator UP)>. Font = Tableau Medium, Bold,
Alignment Center.
<AGG(Sales MoM %)> Size = 10, Color = #6b3b00,
<AGG(Sales KPI Indicator Down)> Size=12, Color = #aa0000,
<AGG(Sales KPI Indicator Up)> Size=12, Color = #005500
Click OK.
6. Click on Text and Alignment. Select Center alignment for both Horizontal and Verticle.
7.
Click on Total Sales Title, click the down arrow and select Edit Title.
Select the text, Font = Segoe UI SemiBold, Size = 11, Bold, Alignment =
center, Color = #8b4600. Click OK.
8. Click on Total Sales Title, click the down arrow and select Format Title. Under Title > Shading = #f9e46b.
7. From the Menu on top, select the option for viewing = Entire View.
8. Click Format from Menu on top and select shading. Under Sheet pane, Worksheet, select color = #fdffd7 and click OK.
9. Click on Tooltip under Marks and enter the following text:
Total Sales: <SUM(Total Price)>
Sales MoM: <AGG(Sales MoM %)>
Sales Per Day: <AGG(Sales Per Day)>
Font = Tableau Book, Size = 10, Alignment = Left
Total Sales, Sales MoM, Sales Per Day – Color = #787878
<SUM(Total Price)>, <AGG(Sales MoM%)>, <AGG(Sales Per Day)> - Color = #333333
10. Drag and drop Date Filter to Filters shelf and select only True option.
Follow the Gif below for step by step instructions:
How to calculate month over month difference as percentage in Tableau?